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Is My 401(k) Socially Responsible? Most 401(k) retirement plans aren’t automatically engaging in socially responsible investing, and many might not even offer sustainable investing choices at all. Furthermore, there are questions about the contents of environmental, social, and governance (ESG) investing and other such options.

Discussing long-term care for yourself or a loved one can be uncomfortable, but it is an important conversation to have. About 7 in 10 people will need care at some point in their life and this care can come with substantial costs. Developing a plan helps to create peace of mind and prepare you for all the uncertainties life can bring.

To learn more about planning for Long-term care, set up a free consultation with one of our advisors:
https://calendly.com/compfi?fbclid=IwAR2saCWtGgWHnL4ebtu2FKbI_nqR-b7eWDJdzxccmn85rq5AYUCNDF45naA

$100K Just Fell in Your Lap. Here Are 4 Ways to Spend It. Thinking about how you would put $100,000 to use is an opportunity to identify what's truly important to you. And that's an exercise well worth undertaking.

If you didn’t get a chance to tune in to our webinar on Financial Fraud Prevention and Cybersecurity, we have provided the recording below. We hope you find this information helpful and are able to implement some of these practices into your own life. Our goal is to enhance your financial security and help you stay ahead of cyber risks!

Financial Fraud Prevention & Cybersecurity Webinar In today's day and age, keeping your private information secure can be a challenge. That's why we are sharing this recorded webinar on Financial Fraud Preven...

Why Did Saving Go Out of Style In the US? Consumers in the U.S. are saving less than they did before the pandemic, whereas the opposite is the case in other advanced economies.

Our free webinar on Financial Fraud Prevention and Cybersecurity is just 2 days away!! Don't forget to register with the link below!
https://us02web.zoom.us/webinar/register/3016911655134/WN_RPri_Ad-Qq6CcwtV6BGzEA

Every Generation Makes Money Mistakes. Here’s What They Are More clients than ever are making timing-related missteps when it comes to savings and investments.

What Is a Trust Fund and How Does It Work? A trust fund is an estate planning tool that is a legal entity that holds property or assets for a person or organization. Trust funds can hold a variety of assets, such as money, real property, stocks, bonds, a business, or a combination of many different types of properties or assets.

Just a Third of People Were Financially Independent From Parents As Adults, Study Says If you’ve been completely financially independent from your parents since adulthood, you’re firmly in the minority.

How Much Does It Cost To Retire In the US? Deciding where to retire? Consider these financial factors & states when making your move

What To Know About IRS' Catch-Up Contribution Guidance As the Internal Revenue Service (IRS) moves toward new rules surrounding catch-up contributions for certain retirement plans, you may need to make some changes to contributions during the newly announced transition period if the rules apply to you.

A New Student-Loan Plan Promises to Lower Repayments. Should You Make a Change? The SAVE repayment plan might benefit up to 20 million borrowers, the Biden administration estimates.

7 Money-Saving Hacks For College Students Budgeting is a crucial financial skill, especially for college and university students who often have numerous expenses to manage with limited sources of income. Fortunately, budgeting can be worth it if you follow tried-and-tested money saving hacks designed for those focusing on their postsecondar...

More Young People Are Opening IRAs Even As Student Debt Payments Loom More young investors are opening IRAs than they were last year, despite the economic headwinds that may be ahead.

FTC Caught Scammers Offering Student Loan Debt Relief. How to Avoid Getting Tricked The Federal Trade Commission (FTC) said it uncovered a scam targeting student loan borrowers that made $8.8 million by promising debt relief.

Why Are Mortgage Rates So High, and How Long Will They Stay Up? Economists say loan rates are affected by a complicated combination of factors, but there are tactics consumers can use to land a lower rate.

What Happens If My Student Loans Are Not Forgiven? The federal student loan forgiveness plan that would have erased some of the student loan debt of about 40 million Americans is not going to happen.

10 Steps to Help You Pay Off Student Loans Fast How to fast-track your student debt repayment

This past weekend Bike to the Beach hosted the New York Ride for AUTISM & disABILITIES where they raised over $420,000! We were happy we could show our support for a great cause and offer up our space as a resting stop for all of the participants to take a break from their ride. Congrats on a successful event and surpassing your fundraising goal!

This Is the Age You Really Need to Start Saving for Retirement Investing $100 a week starting at age 25 can result in a nest egg topping $1.1 million by retirement.

It's easy to overlook the treasures in plain sight. What's a small, but significant, part of your daily routine that you're grateful for? Let's celebrate the often unnoticed joys together!

There's no time like the present to spend some quality time with family and friends. Let us know how you're planning to celebrate the end of summer!
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Recently Received An Inheritance? Here’s How To Approach Investing It Discussion of inheritances and how to think about your inherited assets in the context of your overall financial goals.

Happy Labor Day from all of us at Comprehensive Financial! To the workforce that turns dreams into reality, may your day be filled with relaxation and the joy of knowing your efforts make a difference.

25 Financial Tips for College Students A lot of students aren’t prepared to manage money on their own. Here’s some advice to get them started.

Taking the first step towards greatness! This week's inspiring quote by Lao Tzu reminds us that every epic journey begins with a single stride. Take that step and embark on your path to success!

How To Build A Mutual Fund Portfolio For Income Mutual funds can be a great way to build an income-producing portfolio. In this article from Forbes are tips on how to choose the right mutual funds and how to build an income portfolio that meets your individual needs.

Before Your Child Goes to College, Complete These 6 Important Documents Parents need to make sure they have access to their kids’ financial and medical records.

Build Your Social Security Claiming Strategy – And Don’t Guess, It May Cost You There are many articles written on the best and worst ways to claim your Social Security benefits. Should you claim early? Should you claim later? Should you keep working?

This week, we challenge you to discover the magic of spending time in nature. Let the beauty of the outdoors inspire you!

Benefits for People With Disabilities and Their Parents The key federal programs you need to know

Traditional 401(k)s Vs. Roth 401(k)s: What’s The Difference In Taxes? Only 43% of Americans believe they will have enough to retire comfortably. Are you one of them?